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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,659 | $185,905-37.2% | $170,057-31.4% | $139,487-16.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.95% | 60.56%-34.6pp | 53.42%-27.5pp | 373.84%-347.9pp |
| Employer contribution / active EE | $3,838 | $7,597-49.5% | $6,790-43.5% | $4,755-19.3% |
| Participant deferral / active EE | $13,932 | $11,627+19.8% | $10,411+33.8% | $6,713+107.5% |
| Admin fee / account holder | $25,782 | $15,397+67.5% | $12,826+101.0% | $11,407+126.0% |